Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $6,188 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,576 | $51,620+397.1% | $90,281+184.2% | $65,185+293.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 22.15% | 24.94%-2.8pp | 78.10%-56.0pp | 29.38%-7.2pp |
| Employer contribution / active EE | $12,118 | $2,235+442.3% | $2,854+324.5% | $2,177+456.7% |
| Participant deferral / active EE | $11,683 | $2,871+307.0% | $3,885+200.7% | $3,514+232.5% |
| Admin fee / account holder | $19 | $384-95.0% | $5,351-99.6% | $847-97.7% |